Build With AI

Find the exact 10-page prompt I used to build this app here: Steal the prompt I used to build the SEO machine in Letaido

All Ahrefs customers get 1 month of Letaido for free. Sign up for Ahrefs here: https://ahrefs.com/ 

Right now there's a massive opportunity in AI that most companies have no idea how to solve: they don't know how to show up in AI search results. In this solo episode, I walk through how to build a standalone app inside Latito (Ahrefs' new agentic tool) that finds exactly where your competitors are getting cited by ChatGPT, Gemini, and Perplexity while you're invisible, then writes, previews, and one-click publishes content to close that gap. I show the whole build end to end, from the exact prompt I used to generate the app, to pulling live opportunity data on real competitor sites, to publishing a finished article straight to my website. By the end of this episode, you'll have a repeatable system you can turn around and sell to local and mid-size businesses as an AI visibility audit, a content service, or a full monthly retainer.

Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about

Timestamps

• 00:00 - Why AI Search Visibility Is the Opportunity Right Now
• 01:30 - Introducing Latito: Ahrefs' Agentic SEO/GEO Tool
• 02:30 - The Exact Prompt Used to One-Shot the App Build
• 04:00 - Setting Up Brand, Competitors & Target Platforms
• 06:30 - Finding Opportunities: 47 AI Answers Analyzed in Seconds
• 08:00 - Breaking Down the Top Opportunity ("What is Poppy AI for?")
• 10:30 - How a Competitor's Article Is Winning AI Citations
• 12:00 - Generating a Competing Article Automatically
• 14:30 - Why AI Search Rewards Numbered Lists, Tables & FAQs
• 16:00 - Previewing the Article Before Going Live
• 18:00 - Turning Off Test Mode & Publishing to the Live Site
• 20:00 - Tracking Daily AI Citation Performance Over Time
• 21:30 - 4 Ways to Monetize This as a Service

Key Points

Traditional SEO has shifted into GEO/AEO (generative/AI engine optimization) — the game now is getting cited inside AI answers on ChatGPT, Gemini, Perplexity, and Copilot, not just ranking on a Google results page.

The Latito app connects directly to Ahrefs' data to scan AI answers across all platforms, flag which competitors are getting cited, and surface content gaps as concrete "opportunities" ranked by how winnable they are.

In one demo run against two real competitor sites, the app pulled 47 AI answers, found 47 answers where the brand was missing, and narrowed that down to 5 final content opportunities worth acting on.

The app doesn't just diagnose the gap — it writes a full article (with meta description and URL slug), validates its own draft for quality, and lets you preview it live on your actual site before anything goes public.

AI citation engines consistently favor a specific content structure: numbered lists, comparison tables, and FAQ sections at the end are what get pulled into AI answers, and the generated article included all three by default.

Publishing is deliberately friction-heavy for safety — you have to verify facts and sources, then type PUBLISH in all caps before anything pushes live to the site via GitHub/Vercel.

Once published, the app tracks daily whether your brand is mentioned, whether your page is cited, and your AI share of voice against competitors — the exact data needed to sell this as an ongoing retainer with a monthly ROI report.

Latito - the agentic SEO/GEO tool from the makers of Ahrefs used to build this app - https://www.letito.app

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In this solo episode, I break down the exact 7 AI service offers that small business owners are lining up to pay for right now, starting with the one that requires zero AI experience to sell. I walk through the what, why, build process, and real pricing for each one, from the $999 AI assessment that converts 50-60% of clients into bigger engagements, to the AI concierge retainer that's currently my biggest personal income stream, to full implementations that can run $5,000 to $10,000 or more. I share real client stories along the way, including a fintech CEO whose weekly memo process we cut from two hours to 15 minutes, and an Amazon seller whose 25-step ad reporting process we trimmed to 10. By the end of this episode, you'll know exactly which offer to start with, how to price each one, and how they stack into each other so you're never stuck pitching something you're not ready to fulfill.

Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about

Timestamps

00:00 - Intro: The 7 AI Offers Small Businesses Want

00:20 - Offer 1: The AI Assessment (What, Why, Build, Price)

02:40 - Free Report Template (audittemplate.ai)

04:00 - Offer 2: The AI Concierge (Corey's Top Income Offer)

06:30 - Turning Client Intake Forms into Claude Projects & Skills

07:40 - Concierge Pricing & Effective Hourly Rate Math

08:40 - Client Story: Automating a Fintech CEO's Weekly Memo

09:40 - Offer 3: Process Redesign (Fixing Broken Workflows First)

11:20 - Case Study: Cutting a 25-Step Amazon Ad Process to 10

12:20 - Offer 4: Simple Automation Builds with Zapier & Make.com

13:40 - Case Study: Automating a Wedding Venue's Asana Onboarding

14:50 - Offer 5: Knowledge Systems (Custom GPTs Trained on Client Data)

16:10 - Case Study: Business Broker's Custom GPT Cuts 500 Emails to 10

17:10 - Offer 6: Custom Workflows & Claude Skills

18:30 - Case Study: The Podcast Production Orchestrator Skill

19:50 - Offer 7: Full Implementation (Mix and Match Everything)

21:00 - Why You Start with the Assessment, Not the Full Build

Key Points

The AI assessment is the best offer to start with because it requires no AI expertise to sell. It's a paid diagnostic: a 45-minute interview uncovering bottlenecks, delivered as a report showing 3-7 off-the-shelf AI tools the business can implement immediately. Priced at $999, and 50-60% of clients convert into a bigger implementation engagement.

The AI concierge is a done-with-you monthly retainer where you sit side by side with the business owner and turn their manual processes into Claude skills. Priced at $1,000-$2,000 a month for two 45-minute calls, which works out to $750-$1,250+ an hour, because you're pricing on hours saved for the client, not hours worked.

Never automate a broken process. A process redesign strips the waste out of a workflow before any AI or automation touches it. One Amazon seller paid $3,500 just to cut his 25-step, 10-hour-a-week ad analysis process down to 10 steps and about an hour a week, before automation was ever on the table.

Simple automation builds using Zapier or Make.com work best when the input and output are concrete and repeat the same way every time. A wedding venue business paid $1,500 to fully automate a manual Asana onboarding duplication task that was eating an hour of a project manager's time every week.

Knowledge systems are custom GPTs or Claude projects trained on a client's content to answer repetitive questions. A business broker went from 500 buyer emails per listing to about 10 after we built a custom GPT trained on his marketing package, priced at $3,000.

Custom workflows turn a client's existing scattered AI use into one-click Claude skills. One client's podcast production process, previously 30-45 minutes of manual copy-pasting into ChatGPT, became a five-minute run of an orchestrator skill. This tier prices at $3,000-$5,000, based on the deliverable, not the hours.

Full implementation is the mix-and-match top tier, combining any of the previous six offers into one engagement priced at $5,000-$10,000 or more, plus a monthly retainer worth roughly 10% of the build price to maintain it. Don't pitch this until you've done 5-10 smaller projects first.

Links mentioned

Free AI assessment report template, the exact one used to deliver $999 assessments - https://www.audittemplate.ai

Fathom, the AI notetaker used to transcribe discovery calls - https://fathom.video

Claude, used to analyze call transcripts, find matching tools, and build client-specific Claude Projects and skills - https://claude.ai

Gamma, one of the tools used to build assessment report deliverables - https://gamma.app

Jotform, used to build the AI concierge client intake form - https://www.jotform.com

Zapier, used for simple workflow automation builds - https://zapier.com

Make.com, used for simple workflow automation builds - https://www.make.com

Asana, the project management tool automated in the wedding venue case study - https://asana.com

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If you use BOTH the following link and code COREY, you'll get your first 3 days of Orgo free, then 20% off your first 3 months: https://www.orgo.ai/?r=COREY

I sat down with Phil Goodwin, a completely non-technical designer who sold his last business this past November and, just months later, built a managed AI agent business he now runs under the name Sidecar. Phil walks through his exact stack, how he prices setup fees and monthly per-agent retainers, and the "guinea pig" pitch he used to land his very first paying clients without a following or an email list. We get into real client use cases (a one-man directional drilling company, a short-form video editor), the group-chat trick he uses so clients actually learn to talk to their agent, and a dead-simple weekly value tracker that quantifies exactly why a client should keep paying every month. By the end of this episode, you'll have a working blueprint for pricing, pitching, and delivering a managed agent offer even if you've never written a line of code.

Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about

Timestamps

00:00 - Intro: The Promise of This Episode

00:41 - Phil's Non-Technical, Design-First Background

02:43 - What "Managed Agents" Actually Means

04:14 - Coaching Plus AI Employee, Not Plug-and-Play

05:31 - How Phil Built Agents for Himself, Then Friends

08:23 - Setup Fee Plus Per-Agent Pricing Model Explained

09:55 - Why "We Fix It Before You Notice" Is the Real Value Prop

11:53 - Real Client Use Cases Across Industries

12:30 - Drilling Company Client and the Telegram Group Chat Trick

15:21 - The Value Ledger: Tracking Hours and Dollars Saved Weekly

17:00 - Short-Form Video Editing Use Case

18:41 - Give Agents a Human-Readable Source of Truth, Not Just Markdown

19:53 - Finding First Clients Through Friends and Referrals

23:21 - Pick the Offer You Enjoy Fulfilling, Not Just the Lucrative One

24:31 - The Exact Text Phil Sends to Pitch Free "Guinea Pig" Work

26:29 - Pricing Breakdown: From $250/Month to a $1,500 Setup

29:37 - Should You Skip the Free Phase and Go Straight to Paid?

31:23 - Step One Advice: Pick Orgo and Land Your First Client

34:22 - Where to Find Phil and Sidecar

Key Points

Managed agents aren't plug-and-play. Phil's offer is a hybrid of coaching, consulting, and a deployed AI employee — he acts as the ongoing manager of the agent, not just the person who installed it, which is why clients pay a few grand a month instead of walking away after setup.

Phil started by pricing pure infrastructure setups at $500, then raised it to $1,000, $1,500, and $2,000 as people kept saying yes — but he learned that handing off infrastructure without ongoing coaching causes clients to abandon the agent within weeks because they don't know how to talk to it.

His current pricing model is a setup fee plus a per-agent monthly fee, a deliberate departure from flat unlimited-agent pricing (like the $5K/month unlimited model his podcast guest Nick uses) because most clients only need one or two agents, not unlimited access.

The single most valuable "pro tip" from this episode: have the agent maintain a value ledger that logs every task it completes and assigns it a time and dollar value, then send the client a weekly report. One client saved 63 hours and $6,300 in his very first week — a number that makes churn almost impossible.

Phil sets up a three-way Telegram group chat with himself, the client, and the agent, so the client can watch him interact with the agent and learn how to prompt it, while Phil can see exactly what tasks are being requested and coach in real time.

Client acquisition ran entirely on free work and referrals — no social following required. Phil did free setups for close friends to get testimonials, and those friends referred him to paying clients in bigger cities, expanding a small-town Georgia network into clients across the country.

Not every profitable offer is the right offer for you. Phil explicitly avoids multi-tool consulting and audits (the AI Concierge model) because it's not what he enjoys fulfilling — his advice is to find the intersection of what's lucrative and what you actually want to deliver.

Orgo, an AI agent infrastructure platform - https://orgo.ai

Watch Corey's prior episode with Nick, co-founder of Orgo, referenced in this conversation - https://www.youtube.com/@coreyganim

Sidecar, Phil's managed AI agent service (Sidecar SMB, with an enterprise tier in development) - https://runsidecar.com

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Sidecar Website: https://www.runsidecar.com/

Try Hyperagent for free ($1,000 free credits for first 1,000 signups): https://www.hyperagent.com/corey

Want the exact prompts I used to build these agents? Download them free here: Steal the 4 Exact Prompts I Used to Launch an AI Services Business From Scratch. Copy, paste into Hyperagent, and your lead gen + outreach agents are live today. 

In this solo episode, I kick off a four episode series where I build an AI services business from scratch and prove exactly how many days it takes to land a paying client using 100% cold outreach, no audience, no network, and a hard cap of 60 minutes of work per day. I walk through why I'm targeting tree service companies in Charlotte, North Carolina, the dead-simple $500 offer I'm selling them (a website, an AI lead intake agent, and a Google Business Profile cleanup), and then build the first agent in the fleet live inside Hyper Agent, the Prospector, which scrapes the web, finds and cleans a full lead list, and gets our outreach machine ready to go. By the end of this episode, we have 98 verified leads, a live sales pipeline dashboard, and a full outreach script pack ready to start texting, calling, and knocking on doors in episode two.

Timestamps 

00:00 - Intro: Proving Anyone Can Land an AI Client

01:24 - Series Constraints: Cold Outreach Only, 60 Minutes a Day

02:19 - Why Tree Services in Charlotte Are the Target Niche

03:35 - Backup Niches: Pressure Washing, Junk Removal, Driveways

04:02 - The Offer: $500 Website Plus AI Lead Intake Plus GBP Cleanup

05:07 - The 5-Agent Fleet Hyper Agent Will Give Away in Episode 4

05:55 - Agent 1: The Prospector, Scraping and Cleaning Leads

06:31 - Agent 2: The Opener, Writing Texts, Calls, and Replies

07:16 - Agent 3: SiteSmith, Building Free Lead-Magnet Websites

08:17 - Agent 4: The Fulfiller, Delivering the Paid Engagement

08:56 - Agent 5: Account Manager, the $100/Month Upsell

09:49 - What Each of the Four Episodes Will Cover

13:03 - Building the Prospector Agent Live in Hyper Agent

19:03 - Running the Lead Scrape in Plan Mode

21:03 - Hyper Agent Auto-Discovers a Marketplace Skill on Its Own

24:26 - 8 Sub-Agents Dispatched to Research Leads in Parallel

24:52 - Results: 494 Businesses Found, 98 Qualified, $151 in Credits Spent

25:56 - Touring the Leads' Broken, Missing, or Hijacked Websites

30:03 - Reviewing the Auto-Branded Live Pipeline Dashboard

31:29 - Building the Opener Agent and Its No-Pitch First-Text Rules

37:04 - The Finished Outreach Scripts and Objection Responses

41:38 - Episode 1 Recap and What's Coming in Episode 2

Key Points

The series has a strict scoreboard: the day counter only stops when a Stripe invoice is actually paid, not on a verbal yes, and every constraint (cold outreach only, 60 minutes a day) is designed to strip away any advantage so the process is copyable by anyone watching.

Tree services in Charlotte were chosen because the industry hasn't been consolidated by private equity, it's high ticket (multiple thousands per job), buyers often hire whoever picks up the phone first during emergencies, and most operators don't have a working website.

The offer is deliberately underpriced at $500 flat for a hosted website, a speed-to-quote AI lead intake agent, and a Google Business Profile cleanup, specifically so price can never be the reason the challenge fails.

Five agents get built across the series and given away free in episode 4: the Prospector (finds and cleans leads), the Opener (writes texts, call scripts, and objection replies), SiteSmith (builds the free lead-magnet websites), the Fulfiller (delivers the paid engagement end to end), and the Account Manager (a $100/month maintenance upsell).

The Prospector agent scraped 494 businesses, verified down to 98 qualified leads with mobile numbers and no working site, and did it by autonomously deploying 8 sub-agents to search different cities in parallel, all for about $151 in credits.

While building the plan, Hyper Agent independently found and installed a "Small Business Website Builder" skill from its own marketplace, without being asked, because it judged the skill relevant to the task.

The Opener agent's first-touch texts follow strict rules: under 160 characters, no links, no emojis, no mention of AI, websites, or marketing, signed only "Corey," written casually enough (using local phrasing like "y'all") to read as a neighbor texting, not a company pitching.

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Download the exact blueprint behind Nick’s always-on AI agent Dewey, with its own cloud computer, phone, email, payment card, and password vault and start texting your own in about two minutes (free).

Nick and I both use Orgo to build and deploy our managed agents. If you use BOTH the following link and code COREY you'll get your first 3 days of Orgo free then 20% off your first 3 months. Orgo - Computers for AI agents | Orgo

Nick Vasilescu is back on the pod, and this time he's showing exactly how his personal AI agent, Dewey, is running his managed agent business for him. I sat down with Nick, co-founder of Orgo, to break down how Dewey builds, deploys, and even supports client agents inside Slack and iMessage with zero hands-on work from Nick. We get into the full 80/20 tech stack he uses (harness, model, computer, memory, connectors), how he closed another $5K/month client and had their agent live within 48 hours of the wire hitting his account, and the B2B2B insight that's making these deployments sticky: building an agent for a client that they then resell to their own customers. By the end of this episode, you'll understand exactly what tools to stack together to build your own AI employee and how to turn that into a productized, recurring managed agent business.

Timestamps:

00:00 - Intro & What You'll Learn From This Episode

01:29 - Meet Dewey, Nick's Personal AI Agent

02:03 - Watching Dewey Onboard a Client Agent Into Slack Live

04:00 - Hermes Maker Hiring Forward Deployed Engineers Signals Opportunity

09:02 - Orgo Elevator Pitch: Purpose-Built Cloud Computers for Agents

12:05 - Orgo Discount Code: 3 Days Free + 20% Off 3 Months

13:02 - Spinning Up Agents From Templates With the Nick Stack

15:32 - Productizing Agents So You're Not Rebuilding From Scratch

19:50 - Why a Client Pays $5K a Month for a Managed Agent

22:56 - The B2B2B Model: Reselling the Agent to Your Client's Customers

27:22 - Breaking Down the Full Agent Stack: Harness, Model, Computer, Memory & Connectors

33:01 - From Paid Invoice to Live Agent in 48 Hours

36:24 - Turning a Granola Call Transcript Into Agent Skills

39:27 - Why Paid Assessments Are the Perfect Lead-In Offer

41:02 - Where to Find Nick & Follow His Work

Key Points

The service layer of deploying AI agents into businesses is the real opportunity right now. Hermes's creators are hiring forward deployed engineers to deploy agents into enterprise, which validates that this is a venture-scale market — and the SMB and mid-market tier beneath enterprise is wide open.

Dewey, Nick's personal agent, does the actual fulfillment work: he builds client agents from scratch, onboards them into Slack, texts customers on iMessage to fix issues, and manages the entire agent fleet without Nick touching a keyboard.

Newer models are increasingly choosing computer use over MCPs or connectors because they're trained on human behavior — they operate a full desktop the way a person would, which is why Orgo gives agents a real computer instead of a headless sandbox.

Nobody pays $5K a month for a managed agent unless it makes them money. The unlock isn't always a direct-revenue agent like sales or speed-to-lead — it can be a B2B2B model where you build the agent for a client, and they productize and resell it to their own customer base, creating true stickiness since their revenue now depends on your infrastructure.

The core agent stack breaks down into a harness (OpenClaw or Hermes) powered by a model (Grok or GPT-5.6), running on a persistent computer (Orgo), with its own email and phone (Agent Mail, Agent Phone), a knowledge base (Obsidian), persistent memory (Honcho.dev), and tool connectors (Composio).

Speed to value matters enormously: the same day a client wires their first payment, their agent should already be live and something should be visibly built for them — that immediate reciprocity builds trust fast.

Building is commoditized. The real skill today is asking the right discovery questions, understanding a client's workflow, and knowing which tools to hand off to your agent — which is exactly why paid audits and assessments work so well as a lead-in offer.

The Agent Bundle - bundle of Agent Card, Agent Mail, and Agent Phone (plus an Orgo computer) for around $20/month, from the "agent mafia" - https://www.theagentbundle.com

Honcho.dev - managed persistent memory layer so an agent remembers context across Slack, Telegram, and every other channel - https://www.honcho.dev

Composio - free tool connector layer that gives agents read/write access to Gmail, calendars, and other platforms - https://composio.dev

Higgsfield - AI creative generation tool Dewey uses to make thumbnails and short explainer videos - https://higgsfield.ai

vidIQ - YouTube research tool Dewey uses to find high-performing videos and build winning thumbnails - https://vidiq.com

Latitude.so - observability platform for monitoring agent conversations and catching customer sentiment issues - https://latitude.so

Obsidian - knowledge base tool Nick wires into his agent's stack - https://obsidian.md

Apify - scraping connector used to source leads that get enriched via Clay - https://apify.com

Clay - lead enrichment platform connected via MCP - https://www.clay.com

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In this episode, I sit down with Greg and give away the entire playbook behind our AI Tools Assessment offer, the simplest AI-powered business model you can start in 2026 with zero AI skills, zero audience, and zero capital. I walk through the exact four-phase process we use to run a $999 assessment for small business owners, the client-facing report template (which you can download for free), and the six-item upsell menu that turns a $999 foot-in-the-door offer into $3K, $5K, and $10K+ engagements. I also break down my current AI Concierge retainer, which is generating me over $1,000 an hour, and the seven no-capital, no-audience client acquisition methods I'm using right now to fill my pipeline. By the end of this episode, you'll have the full stack: the offer, the fulfillment process, the upsells, and how to actually go get clients.

Grab the free AI Tools Assessment report template (built in Claude Design, plug-and-play for your own clients): https://audittemplate.ai

Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about

Timestamps

00:00 - Intro: The Simplest AI Business Model of 2026

02:00 - Why Give Away the Entire Playbook (Blue Ocean Opportunity)

03:30 - The AI Tools Assessment Offer Explained ($999, 45 Mins)

05:00 - The 5-Hour Guarantee & Average Client Results

09:00 - Phase 1: The Discovery Call & The Magic Wand Question

13:00 - Phase 2: Feeding the Transcript to Claude for Tool Research

15:00 - Quality Assurance & Making Judgment Calls

18:00 - Best Tool Directories: Futurepedia & There's An AI For That

19:30 - Phase 3: Building the Client Report in Claude Design

24:00 - Free Download: The AuditTemplate.ai Report Template

27:30 - The Effort vs. Impact Matrix & Quick Wins

32:00 - Why Most Recommendations Are Simple SaaS Tools (Not Big AI)

34:00 - Phase 4: The Review Call & The 3 Closing Questions

37:30 - Upsell 1: Process Redesign (Fixing Broken Workflows First)

39:00 - Upsell 2: Simple Zapier, Make & n8n Automations

41:00 - Upsell 3: Knowledge Systems (The Business Broker Example)

43:30 - Upsell 4: Custom Claude Skill Workflows & Retainers

46:00 - Upsell 5: Full Implementation Packages

47:30 - 7 Ways to Find Clients With No Capital or Audience

59:30 - The AI Concierge Offer: $1,000+/hr Done-With-You Consulting

1:05:00 - The AOA Framework: Audit, Optimize, Automate

1:07:00 - Why Niching Down Is the Key to Pricing Power

1:09:00 - Wrap-Up

Key Points

The AI Tools Assessment is a $999, 45-minute structured interview where you prescribe three to seven off-the-shelf AI tools that reclaim at least five hours a week for the client, backed by a 100% money-back guarantee if you can't find that time.

The fulfillment process is four phases: a recorded discovery call to surface pain points, feeding that transcript to Claude to research matching tools, building a templated client report in Claude Design, and a review call that ends with three closing questions to surface the upsell.

A confused mind doesn't buy, doesn't implement, and doesn't upsell. The report is built around an effort versus impact matrix that isolates "quick wins," a four-day quick start plan, and a financial impact slide that shows exact monthly ROI.

There are six upsells after the assessment: process redesign, simple automation builds, knowledge systems, custom Claude skill workflows, retainers, and full implementation packages, with average tool costs around $60 a month against thousands of dollars in monthly ROI.

Seven ways to find clients without capital or an audience: hosting a local AI meetup, door knocking, LinkedIn DMs that lead with pain instead of pitching, free mini-audits for your network, agency referral partnerships, AI office hours at co-working spaces, and posting your wins publicly.

The AI Concierge offer is two 45-minute monthly calls plus Voxer access, teaching clients to use Claude Cowork and build their own Claude skills. It closed five of the first six people pitched and hit 8K MRR in ten days.

Crediting the $999 assessment fee toward a bigger upsell, while quietly marking the upsell up to stay profitable, is one of the most effective ways to get a prospect off the fence.

Links mentioned:

Futurepedia.io, a large AI tool directory recently acquired by HubSpot - https://www.futurepedia.io

TheresAnAIForThat.com, an AI tool directory searchable by industry - https://theresanaiforthat.com

Gamma, the tool used early on to build assessment reports - https://gamma.app

Claude, used to research tools from the discovery call transcript and to build client-facing skills - https://claude.ai

Audittemplate.ai, free download of the exact AI Tools Assessment report template used in Claude Design - https://audittemplate.ai

Fathom, the AI note taker used to record and transcribe discovery calls - https://fathom.video

Sanebox, the most-prescribed tool for getting clients out of email overload - https://www.sanebox.com

Zapier, used for simple one-to-three-step automation builds - https://zapier.com

Make, used for automation builds as an alternative to Zapier - https://www.make.com

n8n, another automation platform used for client workflow builds - https://n8n.io

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Download the full AI Services Resource Library including every resource mentioned in this episode (free): Steal the Entire AI Services Resource Pack

This is the full AI services business course, A to Z, completely free. I walk through exactly how I built a business that hit $8,000 in MRR in 10 days and now generates over $1,000 an hour, starting with one lunch conversation with a commercial real estate broker who offered to pay me to find AI opportunities in his business. I break down the entire three-offer ladder: the free mini assessment that gets you in the door, the $999 paid AI tools assessment, and the AI Concierge retainer that's now the majority of my personal income. You'll see the exact scripts, the Claude skills, the Notion and JotForm templates, and the pricing psychology behind all of it. By the end of this episode, you'll have a full playbook to go from zero to your first $5,000-$10,000 in revenue in 30 days.

Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about

Timestamps 

00:00 – Intro and the AI Concierge origin story

02:24 – The AOA framework: Audit, optimize, automate

04:43 – The three-offer ladder overview

07:06 – How the free mini assessment works

09:31 – The magic wand question

14:20 – Prescribing the right tool and teeing up the upsell

19:04 – Building a voice agent to run assessment interviews

21:26 – Using a Claude skill to score pain points and tools

23:47 – Inside the six-part assessment report

31:01 – Why $1,000 is the minimum assessment price

33:25 – Defining the AI Concierge retainer offer

40:30 – Automating the concierge backend with Claude skills

52:25 – Four ways to find your first clients

01:04:08 – The 30-day plan to your first $5K–$10K

Key Points

Every AI implementation has to pull one of three ROI levers: effectiveness, meaning it makes you more money, efficiency, meaning it saves you time, or quality, meaning it improves your product, service, or customer experience. If it doesn't hit one of those, it's not worth doing.

The AOA framework governs everything: audit the process as it's done manually today, optimize by cutting the fat, and only then automate. Business owners who skip straight to automate usually fail because they never simplified the process first.

The free 15-minute mini assessment is the tripwire offer. Ask about repetitive tasks, friction points, and hourly value, then close with the magic wand question. Done right, this converts 30-50% of people into the $999 paid assessment.

Never charge less than $1,000 for the paid AI tools assessment. Pricing it at $200 and then $500 still got yeses, but clients didn't take the recommendations seriously until the price hit $1,000 and they had real financial skin in the game.

The AI Concierge retainer runs $1,000-$2,000 a month for two 45-minute working sessions, and Corey's blended hourly rate across his five current clients comes out to roughly $1,250 an hour.

Four Claude skills automate the entire concierge backend, intake to project files, call update, follow-up email, and an orchestrator called AI Concierge Post Call that chains the last two together, cutting admin work down to under five minutes per client per week.

Both the assessment and the concierge offer run at about 99.8% net margin since the only real cost is a $20-a-month Claude subscription.

Links Mentioned: AI Tools Assessment Report Template: https://audittemplate.ai SaneBox: https://sanebox.com Futurepedia: https://futurepedia.io There's An AI For That: https://theresanaiforthat.com

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Grab the Free report template: https://audittemplate.ai
Grab the full Excalidraw diagram:  AI Assessment framework (public) — Excalidraw Plus

This is the full AI assessment masterclass. I walk through the four phases of the $999 AI tools assessment, the expansion menu of services you can sell after, seven ways to find clients without spending any money, and then the AI concierge upsell that is generating over a thousand dollars an hour for me right now. I have five clients on the concierge offer paying between twelve hundred and two thousand dollars a month each for two 45-minute calls. That is the entire deliverable. This episode gives you the full playbook end to end so you can go do this yourself.

Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about

Timestamps

00:00 – Intro: The full AI assessment masterclass

00:30 – What is the AI tools assessment and how does it work?

01:30 – Phase 1: The 45-minute discovery call and key questions to ask

02:24 – Phase 2: AI analysis, Claude finds 3-7 tools from the transcript

03:30 – Using Futurepedia and There's an AI for That to fill gaps

04:00 – Phase 3: The report, nine slides in Claude Design

04:54 – Effort versus impact matrix, quick wins, financial impact

05:30 – Phase 4: The review call, walking through the report

06:00 – Three closing questions that convert 50-60% into paid work

06:30 – The expansion menu: what to sell after the assessment

07:00 – Process redesign at $3,000–$3,500

07:30 – Automation builds at $1,000–$7,000

08:00 – Knowledge systems at $3,000 with the business broker example

09:40 – Custom workflows: prompt packs, skill packs, templates at $3,000–$5,000

10:00 – Full implementation at $5,000–$10,000+

10:30 – Seven ways to sell with no money and no audience

11:00 – Method 1: Host a local AI meetup

12:07 – Method 2: Door knock 30 businesses, the DM success story

13:00 – Method 3: LinkedIn DMs targeting CEOs with 10-50 employees

13:30 – Method 4: Free audits to your existing network

14:20 – Method 5: Agency partners, become the AI guy for your CPA

15:30 – Method 6: Free AI office hours at a co-working space

16:44 – Method 7: Post your wins on LinkedIn

18:00 – The AI concierge offer: done-with-you consulting at $1,200–$2,000/month

19:10 – The math: $750–$1,250 per hour effective rate

20:00 – Call 1: Onboarding to Claude Cowork with the plugin

21:00 – Every call after: AOA on their workflows one at a time

21:32 – What makes it feel premium: onboarding form, Notion hub, Voxer

23:56 – Why this is the best AI startup idea of 2026

Key Points

The AI tools assessment is the front door. For $999, you sit down with a business owner for 45 minutes, pull out their pain points, have Claude find three to seven off-the-shelf tools, and deliver a nine-slide report. Fifty to sixty percent of the time, they want paid help implementing what you prescribed.

The four phases are discovery call, AI analysis, report delivery, and review call. Phase two is where Claude does the heavy lifting by analyzing the transcript and finding tools. Phase four is where you close by asking which recommendation is most urgent, whether they want help, and what their timeline is.

The expansion menu has five tiers: process redesign at three to three and a half thousand, automation builds at one to seven thousand, knowledge systems at three thousand, custom workflows at three to five thousand, and full implementations at five to ten thousand or more.

Seven ways to sell with no money and no audience: host a local AI meetup, door knock local businesses, LinkedIn DMs targeting CEOs, free audits to your existing network, agency and referral partners, free AI office hours at a co-working space, and post your wins consistently on LinkedIn.

The AI concierge is the highest dollar-per-hour offer. Two 45-minute calls per month at twelve hundred to two thousand dollars a month puts your effective hourly rate between $750 and $1,250. With five clients, total admin outside the calls is almost zero thanks to Claude skills that handle follow-up emails and Notion updates.

The Notion hub is the renewal engine. After every call, a Claude skill logs the top three takeaways, action items, and an inventory of everything built. When the client looks at that ledger, they see undeniable value and keep renewing.

Voxer is the high perceived value bonus that almost nobody uses. Five clients over three months generated a total of four Voxer messages. The 12-hour SLA makes it feel premium without adding real workload.

Links Mentioned:

Futurepedia: https://www.futurepedia.io 
There's an AI for That: https://theresanaiforthat.com 
Fathom: https://fathom.video Voxer: https://www.voxer.com

If this episode was valuable to you, it would mean a lot if you left a rating and review on Apple Podcasts or Spotify. It helps more entrepreneurs find the show.

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 Grab the AI for Business Meet up Prompt (free)

This is the full playbook for hosting a local in-person AI for business meetup that generates leads and clients for your AI services business. I modeled this on my friend Andrew Hewitt's Triad Dev Connect event, which has generated eighty thousand dollars in attributed revenue over seven months at a cost of about four thousand dollars per year. I adapted his model for non-technical business owners and had Claude generate a single prompt that produces every deliverable from venue research to follow-up sequences to a full operating SOP. I walk through the entire prompt and every phase of the plan in this episode. The prompt is free in the description if you want to grab it and run it yourself.

Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about

Timestamps

00:00 – Intro: How to use the AI prompt

01:00 – The Quarterly Rock: 3 events & closing a client by September

02:21 – The Strategy: Why this event exists (Leads, authority, & content)

03:30 – Target Audience (ICP): Reaching non-technical business owners

04:47 – Case Study: How Andrew made $80K from a monthly meetup in 7 months

07:30 – Phase 1: Venue research & the perfect pitch email

09:31 – Phase 2: Designing a high-impact 90-minute event format

10:30 – The Soft CTA: Pitching the free 15-minute AI assessment

12:30 – Phase 3: Marketing through local Facebook groups

14:17 – The Co-Host Strategy: Partnering with Facebook group owners

16:00 – Phase 4: Setting up Luma for lead capture & attribution

16:35 – Phase 5: Email follow-up sequences based on lead temperature

18:30 – Phase 6: Team execution & Standard Operating Procedures (SOPs)

19:01 – Phase 7: The Playbook Call with an active organizer

19:30 – Phase 8: Building a Scoreboard for weekly & monthly metrics

21:27 – Outro: Download the prompt for free!

Key Points

The entire event playbook is generated from a single Claude prompt. You give Claude the context about who you are, what you sell, and what your quarterly goal is, and it produces every deliverable: venue research, event format, marketing plan, follow-up sequences, attribution system, operating SOP, and a scoreboard.

The model is proven. Andrew Hewitt's Triad Dev Connect in Winston-Salem has generated eighty thousand dollars in directly attributed revenue over seven months at a cost of about four thousand dollars per year. That works out to roughly eleven thousand dollars a month from one monthly event.

The ICP is non-technical business owners. Every talk, demo, post, and email must pass the non-technical test. If a slide has code on it, that speaker does not speak. There is already a large developer-focused meetup in Charlotte, which means there is a massive gap for this audience.

The marketing engine relies on local Facebook groups. Claude found nine Charlotte business groups with tens of thousands of members. The strategy is to join the groups, introduce yourself, then promote the event with three distinct post variations. The highest leverage move is getting one Facebook group owner to co-host and drive traffic.

Attribution is built into the Luma registration. Three simple questions capture what the attendee does, what they want AI to fix, and how they heard about you. That data triages everyone into hot leads for services, warm leads for the community, nurture contacts for the newsletter, and no-shows who get a recap email and next month's date.

The rock measurables keep it accountable: three events held this quarter, at least 25 attendees by the third event, full attribution tracking from event one, and at least one closed AI concierge or services client by September 30th.

The operating SOP means you only do the heavy lift once. Claude produces a checklist from five weeks out to two days out covering everything from venue confirmation to post-event data entry. After event one, the team runs event two and three with zero input from you.

Links Mentioned 
Luma: https://lu.ma

If this episode was valuable to you, it would mean a lot if you left a rating and review on Apple Podcasts or Spotify. It helps more entrepreneurs find the show.

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Justin Brooke from Agent Skills is back on the podcast, and this time he walks us through the full business model behind selling AI systems as zip files with zero delivery work. His system is called CMO HQ, a marketing and sales operating system built entirely out of folders and markdown files that works with any AI, whether it is Claude, ChatGPT, Hermes, Codex, or anything else. The delivery model is dead simple: the customer buys from a sales page, receives a zip file with an operations manual and an installer dot MD file, hands that file to their AI of choice, and the AI builds out the entire system for them. No onboarding calls, no Loom walkthroughs, no custom setup. Justin shows us the full folder structure, the finance layer, a live content pipeline, and the actual installer file on screen.

Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about

Timestamps

00:00 - Intro: Justin Brooke is back

00:23 - What CMO HQ is and why it works with any AI

01:23 - The folder structure: HQ, brands, finance, shared

03:30 - Brands folder: one per brand with intelligence, departments, and metrics

04:10 - The finance folder and why it matters for true marketing metrics

05:14 - The installer.md file that builds the whole system

05:45 - Why this is the simplest marketing OS out there

05:50 - Inside the finance folder: revenue, expenses, economics, reporting

06:48 - Connecting Google Ads, Kit, Thrivecart, and Xeny for full-picture data

07:56 - Building in iCloud for access from any device

09:27 - Marketing departments: paid, earned, and owned channels

10:00 - The sacred pipeline: active to review to publish

11:06 - Live example: faith-based niche site blog post end to end

13:30 - Automated performance reporting via MCP connections

15:18 - Why Justin does everything in Claude Cowork, not Claude Code

15:45 - How to sell any AI-generated asset to clients

16:25 - The delivery problem and why folders and files solve it

17:24 - The two-file delivery: operations manual plus installer.md

19:13 - Session transfer documents and how the system started

20:19 - Changelog.md for tracking business decisions

20:46 - The jobs to be done framework for building any system

22:01 - Jobs equal folders, instructions equal markdown files, which equal skills

23:26 - Why the nerds who want to build it themselves are not your customers

24:33 - Step one: jobs to be done, then vibe with Claude to build folders

26:00 - Three things every agent needs: memory, instructions, tools

26:18 - Why you should use a slide deck on every sales call

28:25 - The installer file walkthrough on screen

30:27 - Why this means zero delivery work

31:14 - Where to find Justin and Build Club

32:22 - Justin hangs out mostly on Twitter

Key Points

The entire system is folders and markdown files. No code, no complex frameworks, no platform lock-in. It works with Claude, ChatGPT, Hermes, Codex, or any other AI because all of them can read folders and files.

The delivery model eliminates all fulfillment work. Customers buy from a sales page, receive a zip file containing an operations manual and an installer dot MD file, hand that installer to their AI, and the AI builds out the entire system. No calls, no custom setup, no support tickets.

The installer dot MD file is the key innovation. It contains a greeting, an interview section that asks the customer about their business, and then the full folder structure with instructions. The AI reads it and builds everything automatically in one session.

CMO HQ has four main sections: an HQ folder for personal and business identity, a brands folder with one subfolder per brand containing intelligence, departments, and metrics, a finance folder that connects to accounting and ad platforms for real financial reporting, and a shared folder for team collaboration.

The jobs to be done framework is how you replicate this for any niche. Figure out what jobs need to be done in a business, make a folder for each job, put instructions in each folder, and you have a sellable system. Dentists, lawyers, agencies, any vertical works the same way.

Three things every agent needs: memory so it knows what happened, instructions so it knows what to do, and tools so it can do the work. If you have those three things in folders and files, you can handle any job.

The sales advice is simple and powerful: stop doing calls on the fly and use a slide deck for every sales call. It keeps you on pace, makes every call uniformly good by the fifth or sixth time, and becomes the training material when you hire a salesperson.

Links Mentioned

 Agent Skills / Build Club: https://agentskills.ai Jake Van Cleef (ICM system and folders-and-files research): mentioned, search YouTube Ghost CMS: https://ghost.org 11 Labs: https://elevenlabs.io

If this episode was valuable to you, it would mean a lot if you left a rating and review on Apple Podcasts or Spotify. It helps more entrepreneurs find the show.

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 X/Twitter: https://x.com/agentskills_ai
                  https://x.com/IMJustinBrooke

Agent Skills: https://agentskills.ai